Featured The Silent Killer of Cash Visibility and What Treasurers Can Do About It Even if you have a TMS or cash management tool, you could be missing key transaction data thanks to the underlying tech. Here's why it's more important than you may think. Kalei White June 4, 2025Bank Connectivity
Jason Mountford 6 Secrets That Help One-Person Treasury Teams Operate Like a Full Department Discover how the most successful one-person treasury teams automate workflows and scale operations without growing headcount. June 8, 2025Treasury Management
Kalei White The Silent Killer of Cash Visibility and What Treasurers Can Do About It Even if you have a TMS or cash management tool, you could be missing key transaction data thanks to the underlying tech. Here's why it's more important than you may think. June 4, 2025Bank Connectivity
Jason Mountford Improving Cash Visibility in Senior Living Companies: Unlock Greater Efficiency for Better Care Discover how senior living finance teams can improve cash visibility using modern treasury tools like Trovata. Learn how automation drives smarter decisions and better care. April 14, 2025Cash Reporting
Jason Mountford Why Data Tagging is a Game-Changer for Treasury Teams See how data tagging helps treasury teams like Lemonade’s move faster with cleaner data, better reports, and smarter cash forecasting. April 8, 2025Cash Reporting
Jason Mountford How Finance Leaders Can Better Engage with Shareholders Shareholders want clarity. They want a plan. And most of all, they want to see that the people at the helm are steering with confidence. March 31, 2025Treasury Management
Jason Mountford What CFOs Need to Know About the New FTC Merger Rules The FTC’s new guidelines introduce some challenges for CFOs, finance executives, and M&A professionals. Enter: increased data transparency requirements, lengthened review timelines, and stricter competition analyses. February 13, 2025Cash Reporting
Kalei White How Lemonade and Gibson Brands Transformed Treasury with Automated Transaction Tagging Still spending hours manually tagging transactions across multiple bank accounts and currencies? Learn how treasury teams at Lemonade and Gibson Brands automated their processes with Trovata. February 7, 2025Cash Reporting
Jason Mountford How Private Equity Can Increase Efficiency and Improve Returns with Modern Treasury Technology Explore how CFOs can build a data-driven foundation for transformation, and where to focus time and resources to accelerate ROI on tech investments. November 27, 2024Digital Transformation
Sergio Garcia Treasury Automation for Enhanced Reporting and Forecasting Explore how to get started with treasury automation through API connectivity, AI, and machine learning, to transform your operations. April 26, 2024Digital Transformation
Jason Mountford How Mid-Market CFOs Can Achieve Double Digit Revenue Growth with Treasury Tech Learn key differences between legacy cash management systems and their modern, cloud-native counterparts, and how the right tools can help make double digit revenue growth a real possibility, rather than a pipe dream. February 15, 2024Treasury Management
Sergio Garcia The CFO’s Guide to Obtaining Real-Time Data Get steps to attain real-time data through modern treasury management software for CFOs that will streamline operations and accelerate growth. January 19, 2024Digital Transformation
Jason Mountford How Manufacturing Treasurers Can Transform Their Cash Management Capabilities Learn how to overcome the unique challenges of treasury management in manufacturing, and how technology simplifies operations to drive growth. January 19, 2024Digital Transformation
Sergio Garcia How Lean Treasury Teams Can Maximize Yield with Automated Reporting and Forecasting Learn how the treasury team at Sealaska were able to transform cash forecasting and reporting with the power of automation. January 19, 2024Treasury Management
Sergio Garcia Digital Transformation in Finance and Global Business Discover how tech is driving financial digital transformation and reshaping global operations, creating efficiency and enhancing customer experience. January 5, 2024Digital Transformation
Jason Mountford How Insurance Treasurers Can Simplify Bank Reconciliation Treasurers in insurance are constantly faced with high volume transactions and new trends in claims that slow down financial planning and analysis. Learn 3 essential steps to simplify and optimize treasury management in insurance. January 4, 2024Treasury Management
Sergio Garcia Why the Cash Conversion Cycle is Key to Financial Mastery The Cash Conversion Cycle measures a firm's capital efficiency and financial health. Learn how to optimize CCC by managing inventory and using automation tools. December 22, 2023Treasury Management
Sergio Garcia Best Practices for Account Reconciliation That Streamline the Entire Process Account reconciliation is necessary for financial accuracy but is a slow, manual process. Learn 5 best practices to simplify the entire process. December 22, 2023Treasury Management
Jason Mountford The 3 Essentials of Modern Treasury Management Software for Real Estate Amidst high interest rates and a frozen housing market, learn how modern treasury management software for real estate can help fuel success. December 21, 2023Treasury Management
Jason Mountford 9 Treasury Management Challenges, Trends and Opportunities for 2024 Learn 9 key treasury management trends for 2024 to help you navigate risk, and capitalize on growth opportunities in the year ahead. December 15, 2023Treasury Management
Sergio Garcia A Manager’s Guide to Liquidity and Working Capital Learn key strategies for optimizing liquidity and working capital management for your organization to fortify financial stability. December 14, 2023Treasury Management
Sergio Garcia Artificial Intelligence’s Impact on Money Management AI is evolving finance functions. Learn how AI in corporate money management is accelerating real-time analysis and strategic decision-making. December 8, 2023Digital Transformation
Jason Mountford 3 Best Practices to Simplify Treasury Management in Travel and Hospitality Learn 3 ways to simplify treasury management in travel and hospitality. These strategies will help to fortify business resilience and continuity. December 7, 2023Digital Transformation
Sergio Garcia The Power of an Automated Bank Reconciliation Process Learn how to simplify your bank reconciliation process for efficiency and accuracy in accounting records and financial management. December 4, 2023Digital Transformation
Jason Mountford 4 Quick Wins for Retail Treasurers to Overcome Complexity When it comes to day to day financial complexity, there are few industries that hold a candle to a modern retailer. Digital transformation is helping to streamline the dizzying amount of financial data in retail. Learn how to get real-time data that enables complex forecasting and analysis. December 1, 2023Digital Transformation
Kalei White Master Your Org’s Financial Health with the Cash Conversion Cycle The Cash Conversion Cycle measures a company’s efficiency in managing capital. Our platform simplifies CCC calculation, enabling better cash flow management. Are you familiar with the Cash Conversion Cycle (CCC)? This key metric can be a game changer for your business operations, as it measures the efficiency of your capital management. Understanding and mastering your […] September 5, 2023Cash Reporting
Jason Mountford Scenario Planning in Finance: A Key to Business Resilience As finance professionals, we do the best we can, but unexpected events - like a cosmic snap of Thanos' fingers - can change everything in an instant. Read on to learn the what, why, and how of scenario planning, and why it's something no business can afford to do without. August 8, 2023Cash Forecasting
Jason Mountford How Automation Boosts Commercial Real Estate Cash Management Achieving cash visibility is critical for any type of business. It allows you to optimize resource allocation and seize strategic opportunities, among other benefits. The more complicated the business, however, the more out-of-reach cash visibility can seem. If you work in commercial real estate, you probably know what we mean. Commercial real estate (CRE) companies […] July 14, 2023Cash Reporting
Kalei White 8 Ways Manufacturers Can Improve Cash Flow in Today’s Market To improve cash flow, manufacturing businesses can adjust pricing, sell off excess inventory, embrace digital transformation, and more. June 23, 2023Cash Reporting
Kalei White 8 Tips to Optimize Cash Flow Management and Future-Proof Your Business Improve collections processes, reduce costs, utilize cash management tech, and other tips on optimizing cash flow management. June 20, 2023Cash Reporting
Joseph Drambarean, Trovata CPO ChatGPT for Finance: The Treasury AI To Accelerate Your Team How can you use ChatGPT for finance? Here's how to help it pull insights and forecast trends in a way that’s never been possible before. May 11, 2023Digital Transformation
Jason Mountford Automated Cash Flow Analysis: What’s Under the Iceberg? In this blog post, learn about the importance of cash flow analysis, how it's done, and why modern teams automate it for best results. May 2, 2023Cash Reporting
David Taylor Top 3 Finance Reports You Can Move From Excel Into Trovata Finance and treasury teams love Trovata for its ability to whip up reports that used to take hours in Excel. Here are the top three to try today. April 25, 2023Platform
Kalei White Cash Flow Projections: What is Cash Positioning? In this article, we'll cover the definition of cash positioning and the different ways to calculate it plus key metrics to know. March 14, 2023Cash Reporting
Kalei White SVB Collapse: Cash Management Resources for Startups Following the SVB Collpase, it's time to get proactive. Here is a round-up of our best cash management resources for startups. March 13, 2023Cash Forecasting
Trovata Team 5 Challenges of Cash Management and How to Overcome Them in 2023 Timing, liquidity, efficiency, risk, and compliance are all cash management challenges. Learn more about how each can impact your business. January 31, 2023Treasury Management
Gregory 5 Ways to Improve Month-End Close Using Trovata Learn how Trovata's reports, general ledger mapping with tags, reconciliation, cash flow forecasting, and filters can streamline month-end close. January 24, 2023Cash Reporting
Jim Buitt Tips For Understanding and Managing Your Cash Burn Rate Cash fuels your business. Every company spends it to operate and grow. But what if you spend too much? Here's how to manage your cash burn. January 2, 2023Cash Reporting
Kalei White How Managing Ecommerce Cash Flow Ensures Your Success What is ecommerce cash flow? Even if you're having a good month, you could be losing money without realizing it. Here's how to stay on top of it! December 27, 2022Cash Reporting
Kalei White Hospitality Cash Flow Management: The Secret Behind Top-Performing Brands Cash flow management has never been more critical in the hospitality industry, as the changing global economy has shown. Here are some of the key benefits. December 9, 2022Cash Reporting
Kalei White How to Streamline Finance Reporting for Hotels Read about 3 reasons why hotels should prioritize finance reporting upgrades over all else. November 7, 2022Cash Reporting
Trovata Team Cash Flow Management: The Benefits of a Data-Led Mindset Read about 4 key benefits of managing your cash with a data-led mindset and steps for implementation. November 3, 2022Cash Reporting
Trovata Team Cash Management Software: How to Pick the Best for Your Company Looking for cash management software? Keep reading to learn about problems cash management software can solve and factors for choosing the right solution for your company. November 3, 2022Digital Transformation
Keegan Chamberlin Top 4 Tips for Strengthening Your Cash Flow Management Strategy Discover how you can strengthen your cash flow management strategy with these top 4 tips in order to gain true visibility into your cash flow and position. November 10, 2021Cash Reporting
Keegan Chamberlin Top 4 Ways Automated Cash Flow Management Empowers You with Incredible Insights Into Your Business Discover how automating your cash flow management can empower your organization with rich cash insights that propel your business forward. October 22, 2021Treasury Management
Keegan Chamberlin How to Automate Cash Forecasting – A Case Study Discover how market-leading national group, Orbus, leveled up their cash forecasting & cash flow management with Trovata. September 23, 2021Cash Forecasting
Keegan Chamberlin Achieving Real-Time Cash Visibility with Bank Data Consolidation & Normalization Best Practices Follow these bank consolidation and normalization best practices when digitizing your treasury. September 15, 2021Cash Reporting
Keegan Chamberlin Liquidity Management: 3 Strategies to Provide Bottom-Line Value Learn how to use JP Morgan's three recommended liquidity management strategies: physical concentration, notional pooling, and overlay structures. August 24, 2021Cash Forecasting
Keegan Chamberlin How to Fortify Your Liquidity Management Strategy Discover how you can fortify your liquidity management strategy to ensure that your business always has sufficient cash on hand to meet its obligations. August 19, 2021Treasury Management
Keegan Chamberlin Top 4 Tips to Successfully Manage Liquidity Master these 4 tips to accurately manage liquidity in your organization. August 17, 2021Cash Forecasting
Trovata Team Cash Flow Reporting for Small Businesses Learn how small business owners can fortify their cash flow reporting process with automation. June 4, 2021Cash Reporting
Trovata Team Automated Cash Management for CFOs Learn how automated cash management empowers CFOs’ data-driven decisions. May 28, 2021Cash Reporting
Trovata Team Cash Flow Reporting in the Era of Financial Digital Transformation Learn how cash flow reporting has evolved beyond spreadsheets to artificial intelligence and machine learning algorithms. May 25, 2021Cash Reporting
Trovata Team APIs for Cash Flow Analysis: The Tool Up Every Savvy Finance Professional’s Sleeve Learn how API technology is lending itself to cash flow analysis and the financial landscape at large. May 21, 2021Cash Reporting
Trovata Team Automated Cash Management for Treasurers Learn how automated cash management saves time and improves record keeping, cash forecasting, compliance, data sharing, and treasury functions. May 12, 2021Treasury Management
Trovata Team Cash Flow Reporting: 3 Steps for Success Learn how to increase the accuracy and efficiency of your cash flow reporting process. May 10, 2021Cash Reporting
Trovata Team Cash Flow Reporting Basics Learn the cash flow reporting basics like, who should create cash flow reports, what is included in a cash flow report and how cash flow should be measured. April 29, 2021Cash Reporting
Trovata Team How to Create a Cash Flow Report Learn how to construct a cash flow statement, and what cash flow reports can reveal about an organization's long-term stability. April 27, 2021Cash Reporting
Trovata Team Cash Flow Analysis Tips to Help Grow the Bottom Line Learn how to measure and analyze cash flow data and why these insights are mission-critical to any organization. April 24, 2021Cash Reporting
Trovata Team Automated Cash Flow Analytics Tools Driving Treasury 4.0 In financial services, Treasury management is a recent beneficiary of digital transformation solutions to automate time-consuming processes. April 22, 2021Cash Reporting
Keegan Chamberlin Small Business Cash Flow Analysis: 10 Tips to Help You Save Learn how small business owners leverage cash flow analysis to improve the success of their organization. April 15, 2021Cash Reporting
Chris Brown, Trovata Solutions Engineer Cash Flow Analysis Ratios: 5 Powerful KPIs to Grow Your Business Discover how these 5 ratios can serve as powerful KPIs as you grow and manage your business’ cash flow analysis. April 13, 2021Cash Reporting
Trovata Team Cash Flow Analysis in the Future: More APIs, Less BAIs Discover how APIs and artificial intelligence are eliminating use of SWIFT and BAI files, providing finance professionals with timely, high quality cash insights. April 8, 2021Cash Reporting
Blake Mulligan Cash Flow Analysis – Understanding The Basics Determine how to measure and analyze cash flow data, and why these insights are mission critical to any organization. April 6, 2021Cash Reporting
Keegan Chamberlin 3 Tips to Improve Cash Flow Analysis Use these three tips to improve your cash flow analysis process. April 2, 2021Cash Reporting
Trovata Team How Can Controllers Use Technology to Conduct Cash Flow Analysis? How today’s Controllers and Financial Professionals can use technology for cash flow analysis. March 24, 2021Cash Reporting
Trovata Team Cash Flow Analysis: The Treasury Perspective Learn about the tools Treasurers can use to improve cash visibility, and strengthen cash flow analysis. March 22, 2021Cash Reporting
Trovata Team Avoid Stress During Month-End Close Learn how you can minimize the stress of month-end close. March 12, 2021Cash Reporting
Trovata Team Resolution Refresh: Time Saving Tips to Help Accountants Restart 2021 Accountants can strengthen their department with these six tips. February 26, 2021Cash Reporting
Trovata Team 3 Ways Technology Can Improve Cash Flow Analysis and Management Learn how you can leverage technology to improve your cash flow analysis. February 17, 2021Cash Reporting
Trovata Team Demand Forecasting: 3 Tips for Retailers Learn demand forecasting can help you maximize working capital and ensure you have sufficient inventory. November 25, 2020Cash Forecasting
Trovata Team Templates for Accountants: Online Accounting Resources Free Accounting resources & templates for those looking to expand their knowledge. September 30, 2020Cash Reporting
Trovata Team Cash Management Strategies: Avoid a Cash Flow Crisis Three cash management strategies for avoiding a cash flow crisis. September 30, 2020Cash Forecasting
Trovata Team Excel for Accountants: Shortcuts + Cheat Sheet Save time as an Accountant with these Excel shortcuts and download our free cheat sheet. September 16, 2020Cash Reporting
Trovata Team Financial Planning and Analysis – Digitalization Learn how automation and open banking can help financial planning and analysis teams increase their efficiency and accuracy. July 16, 2020Digital Transformation
Trovata Team 5 Reasons for Daily Bank Reconciliation Daily bank reconciliation provides info on your business' cash position. Here are just 5 reasons to consider doing it - and how to cut down the time. February 24, 2020Cash Reporting
Trovata Team Digital Controllership – Controllers Lead Digitization Digital Controllership - Controllers are Leading Digitization. The role of the Controller is expanding to include digital transformation. February 19, 2020Digital Transformation
Trovata Team Year-End Close Checklist – Shorten with Automation Learn how Trovata can automate many of the tasks on your year-end close checklist, and make all of your tedious, manual calculations disappear. January 19, 2020Digital Transformation
Trovata Team A Treasurer’s End-of-Year Checklist With our Treasurer's End of Year Checklist, Treasurers can stay on top of their end-of-year activities and still have time to enjoy the holidays. December 17, 2019Treasury Management
Trovata Team Financial Controller – 4 New Year’s Resolutions Are you a financial controller? Here are 4 New Years resolutions to help pave the way to your long term goals. December 17, 2019Cash Reporting
Trovata Team Corporate Controllers – 8 Great Reads Corporate Controllers, here are 8 great reads to help you maximize your downtime this weekend. November 29, 2019Cash Reporting
Trovata Team Automated Cash Positioning: How To Do It Plus Tools The world is speeding up. Automated cash positioning tools are giving business the ability to consume real-time cash insights and automate manual workflows. March 28, 2019Cash Reporting
